Salesforce Archives - Page 2 of 2

Integrate MS Teams Shared Channels in Salesforce

Working in Teams within SalesforceIf you work with customer data, there’s a vast network of information, security and organization that you need to keep track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor. Combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at collaboration. Ensure everyone who works on any given opportunity pools all communication and resources into dedicated Teams Shared Channels.Structure vs. CommunicationSalesforce is…

Comments Off

2024-05-23

Microsoft / Q!365 / Salesforce

Combined Security: Integrate SharePoint DMS in Salesforce

Data Security ConcernsIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at one of the most important topics when it comes to CRM and data in general: Security. Ensuring data is only kept where…

Comments Off

2024-05-23

Microsoft / Q!365 / Salesforce

Enrich Experience Cloud with embedded SharePoint and Teams

Keeping in Touch With Your CommunityIf you work with customer data, there’s a vast network of information, security and organization you need to keep track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor. Is it possible to combine these two into one fully established entity to create the best of both world?In today’s blog, we’ll take a closer look at the lifeblood for a lot of companies: Their communities and, by extension, the tools necessary to interact with…

Comments Off

2024-05-23

Microsoft / OnTime / Salesforce

Is it possible to access my Salesforce contacts in Outlook?

Connecting people across tenants and systemsAs a company grows, so does their reach - or at least that is the goal. By reach, we mean the amount of people we are in contact with. People we can show or sell our products or services to. As we continue to grow, so does this reach. With that, certain issues tend to show themselves, especially when it comes to personally or digitally trying to reach out to these ever-growing numbers of people.Once upon a time, we used physical paper address books. Keep a list of names, phone numbers and other important data.…

Comments Off

2024-05-08

Microsoft / Q!365 / Salesforce

A smart way to reduce memory space in Salesforce!

Memory space in salesforce is rare and expensive, nevertheless it is often needed for Integrations such as Outlook, Mail, etc. Q!365 is your solution to save memory space in salesforce and with that: cash! In addition to the main integrations such as Sharepoint Online and Teams, Q!365 stores attachments of incoming e-mails elegantly and in the right context in Sharepoint Online and only keeps references in Salesforce. Due to this references, Salesforce's own tools, such as workflows, or approval and signature processes, can still be used, but without investing as much memory space. This fits natively into the strategy of…

0 Comments

2022-04-19

Microsoft / Q!365 / Salesforce

Salesforce Integration in Microsoft Teams is ready to be used

There was no official news yet – but you can configure it and use it. All our tests worked fine.The new Salesforce Teams App offers a great way to see Salesforce Data inside Microsoft Teams. Our App Q!365 adds all the features to see and automate Teams from inside Salesforce. Both ways are important for a successful Teamwork.We at Q!kom love the Salesforce Teams App – so we already automated the Tab creation from inside Salesforce.To check if you are ready just search from Salesforce Setup, in the Quick Find box, Teams, and then select "Teams Integration". Remember that your Microsoft Admin has to…

0 Comments

2021-07-01

Microsoft / Q!365 / Salesforce

Q!365 is your SDK for Integrating Microsoft 365, Teams and Sharepoint into Salesforce

Q!365 is the perfect toolset to build your automation solution without compromises. Attach any given Salesforce (incl. custom) object records to your automation workflow. Mix and match the creation of folder structures, Document Libraries, Sites, Teams and Channels. Maintain folder templates in SharePoint and let Salesforce Account and Opportunity teams drive the permissions. Q!365 brings the complete Microsoft Graph API landscape into the game – often in one line of code. Get started today.https://youtu.be/1QbdSJeRqm4Q!365 | Automated SharePoint Integration in Salesforce What‘s next – ready for test?Here is the link to Salesforce’s Appexchange marketplace You might also like: Salesforce Integration in Microsoft Teams is ready…

0 Comments

2021-06-24

Microsoft / Q!365 / Salesforce

How to use Sharepoint & Teams as background document repository for Salesforce

Salesforce Integration with SharePoint – powered by Microsoft GraphThis and other details of integration is discussed in the Video from Ragnar Heil (MVP for Microsoft https://ragnarheil.de ) with Andreas Rosen and Dominic Ley from the QKom App Team. QKom offers deep integrations and automation from Salesforce into Microsoft 365 with the App Q!365In the video you will see how to create and visualize project folders, who to upload files and to use sharing with external Users – all from within Salesforce. https://youtu.be/E79W52VOhiYAt the end of the discussion, they show how easy you create Teams Meetings directly inside Salesforce. In the end the App enables…

0 Comments

2021-02-01